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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,722 | $105,158-70.8% | $94,672-67.5% | $139,487-78.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.67% | 38.11%-18.4pp | 156.89%-137.2pp | 373.84%-354.2pp |
| Employer contribution / active EE | $5,527 | $4,107+34.6% | $3,673+50.5% | $4,755+16.2% |
| Participant deferral / active EE | $7,315 | $7,599-3.7% | $7,417-1.4% | $6,713+9.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |